Accreditation and CLE Rules for New Jersey

National Academy of Continuing Legal Education is a NJ Accredited CLE Provider. You can see our official approval letter here: NACLE NJ Approval Letter. NJ Attorneys may earn both Live and Self-Study hours through the National Academy of Continuing Legal Education. You can satisfy your entire requirement & save the most by bundling a NACLE Self-Study CLE Package with a NYCLA “Live Pass”. Self-Study courses are available in a variety of convenient formats including Instant Online CLE, DVDs and Audio CDs. Live Passes can be used at any NYCLA lecture on our calendar. Rule 201:3 Carryover - A total of twelve credit hours may be carried over to a subsequent compliance period.

Each active New Jersey attorney is
permanently assigned to one of two compliance groups for CLE purposes.

Group 1 is attorneys with birthdays in January through June and must complete their CLE by 12/31 every odd numbered year (2017, 2019, etc…)

Group 2 is attorneys with birthdays in July through December and must complete their CLE by 12/31 every even numbered year (2018, 2020, etc…)

New Jersey CLE - Finance and Banking Courses

This is a listing of Finance and Banking CLE Courses for New Jersey.
Please make your selection below of New Jersey CLE courses. Our courses are available on Audio CD, DVD, Online, & Smartphone.
Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this major conference. The handout materials include a 140 page summary of many of the presentations at this program.

The Dec 6, 2016 court ruling in US v Salman clarifies the “personal benefit” requirement and eases the government’s burden of proving insider trading cases. But how does this impact other decisions such as US v Newman and the prosecution of future insider trading cases? While the government need not show that the tipper has received something of tangible value, it raises the question of when the relationship between tipper and tippee reaches the level which would satisfy this lesser “personal...

The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and perhaps a capital gains tax on gift), provide for a carryover basis at death, or some other variation of these. Many estate planners have suggested that clients put most planning on hold pending the outcome. Other advisers have suggested completing low...

Panel 1: Important Recent Cases and Upcoming Issues
Gregory Markel, Cadwalader, Wickersham & Taft LLP, Chairman of the Center, will moderate an “easy chair” discussion between Myron Steele, former Chief Justice of the Delaware Supreme Court, and Jack Jacobs, former Justice of the Delaware Supreme Court. They will discuss important recent cases and upcoming issues, with a focus on the implications of the decisions and what significant issues are likely to come up in the next year.
Pan...

The U.S. property market has become a popular destination for wealthy Chinese nationals seeking safe investment opportunities abroad. International real estate transactions implicate legal issues associated with the transfer of funds, taxes, corporate formation, reporting and disclosure requirements, national security and immigration. This CLE lecture will discuss legal strategies for addressing these issues proactively so as to avoid post-acquisition problems.

Tannenbaum Helpern tax attorneys Michele Itri and David Schulder along with RSM US LLP's International Tax Principal Mark Strimber, will discuss how hedge funds and private equity funds can minimize tax burden for non-U.S. investors. These investors are primarily concerned with avoiding U.S. tax filing obligations and paying U.S. tax on "effectively connected income" which can result from a non-U.S. investor's investment in U.S. real estate, certain U.S. loans, U.S. operating companies and fee...

This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to file this when the first spouse dies, even if the combined estates of both spouses (at the time of the first death) is under the threshold amount for single spouse (currently $5.45 million). In addition to an overview and more detailed explanation of...

More than 50,000 small company sale transactions take place in the United States each year. While the attorneys for these transactions may be seasoned M&A specialists, they may also be newly admitted attorneys and/or attorneys whose expertise lies in other areas of the law.
This CLE presentation will focus on the practical aspects of the three major stages of the process of buying or selling a privately held business:
I. Pre-Contract Considerations
II. The Contract of Sale
III...

This CLE course is presented by Tully Rinckey PLLC Senior Counsel Robert J. Rock, Esq. Mr. Rock will draw upon his over thirty years of experience as a bankruptcy attorney. Mr. Rock will provide guidance to attorneys on alternatives to bankruptcy, evaluating client qualifications for bankruptcy, types of bankruptcy cases, and major laws and rules practitioners should know. Mr. Rock will also provide insight into tactics to avoid potential pitfalls with clients and their bankruptcy petitions.

This informative CLE program, presented by Ronald A. Fatoullah, will discuss some of the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the enormous cost of long-term care.
The course will also review the new ABLE Act (Achieving a Better Life Experience Act), NY’s CARE Act (Caregiver Advise, Record and Enable Act) as well as the Department of Labor’s proposed rule that would require financial advis...

Keep me logged in on this computer

Check this option if you would like us to remember you on this computer so you do not have to log in each time you want to access your account.
Do not check this box if you are on a public or shared computer.

Chat with CLE Specialist

Please provide an email address and phone number to continue.

Your message has been sent to one of our CLE specialists. We will contact you shortly.